Business Development Services

More than Accountants…

The team at Mcallum & Dallas are here to make a real difference to you and your business. In additional to our accounting based advisory services we can also help you develop, improve, and grow your business through our Business Development service offerings.

Our Business Development offerings are practical and tangible services to create long-term value for you and your business.

Succession Planning

We understand that your assets are the results of your years of dedication and hard work. At McCallum & Dallas, we can give you peace of mind and ensure the long-term success of your business through a well-designed succession plan.

Whether you plan on exiting the business in 3 years or 30 years, it is important to prepare ahead. As succession planning experts, our business advisors and accountants in Taranaki can help you secure business continuity by coordinating the transition of your business to your successors.

Partner with us today and let us help you avoid stress by helping you address complex issues, prepare the necessary documentation, and manage family expectations.

Business Planning

A great Business Planning process gets to the heart and soul of your business. At McCallum & Dallas we want to get an understanding of your vision and values to work with you to create a clear one-page Business Plan.

The outcome of this process is to identify and prioritise goals (both short and long term), create strategies to achieve your goals, enable you to review actual performance against targets, and establish a 90 Day Action Plan to address immediate and critical issues.

Importantly, this process eliminates a factor that is too common in business – procrastination!


As a business owner, you can sometimes feel alone and unsupported – spending little time working on your business and feeling trapped in the day-to-day pressures of working in your business.

McCallum & Dallas provides a coaching service to increase accountability and support, so you achieve the results you want from your business, whatever they may be. Our business advisors will work with you to develop strategies to achieve your desired outcomes and gain the lifestyle you want for yourself.

Whether your business needs support for a project, a major change or you simply want a regular contact with a trusted advisor, we can help you!

KPI Improvement Coaching

The better you understand the key drivers in your business, the easier it will be to increase your profits and free up cashflow.

Our business advisors will help you establish what your key drivers are. These may be financial (e.g. gross profit margin) or non-financial (e.g. customer satisfaction ratings). They will then teach you how to measure each Key Performance Indicator and set improvement targets. When you’re confident measuring each KPI, we can provide regular coaching to help you implement a plan focusing on the process and behavioural changes required to ensure improvement.


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